See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,332 | $86,929-19.1% | $102,423-31.3% | $80,856-13.0% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.6%-10.8pp |
| Annual return | 26.55% | 18.88%+7.7pp | 29.32%-2.8pp | 35.59%-9.0pp |
| Employer contribution / active EE | $1,679 | $2,369-29.1% | $3,023-44.5% | $2,755-39.1% |
| Participant deferral / active EE | $1,621 | $4,118-60.6% | $5,053-67.9% | $4,296-62.3% |
| Admin fee / account holder | $9,143 | $8,049+13.6% | $9,451-3.3% | $6,918+32.2% |